Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc
14% Invesco Global Flex Bond E Acc EUR
12% Sistema Anima Europa A
10% Franklin Diversified Dynamic N Acc EUR
8% Amundi Abs Ret Global Opp Bond E2 EUR C
8% SISF US Large Cap A Acc USD
5% Carmignac Pf Flexible Bond A EUR Acc
15% Eurizon Obbl Euro Breve Ter A EUR Acc
15% DNCA Invest Eurose B EUR
3% Carmignac Court Terme A EUR Acc
5% Invesco Euro Ultra-Short Term Debt E Acc
5% Carmignac Patrimoine E EUR Acc
14% Invesco Global Flex Bond E Acc EUR
12% Sistema Anima Europa A
10% Franklin Diversified Dynamic N Acc EUR
8% Carmignac Pf Flexible Bond A EUR Acc
15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc0,060,446,993,76Notation au 31/08/2026 : 52 / 10007/09/26
Carmignac Pf Flexible Bond A EUR Acc2,182,3817,076,87Notation au 31/08/2026 : 72 / 10007/09/26
Carmignac Patrimoine E EUR Acc7,9611,3230,9413,96Notation au 31/08/2026 : 91 / 10007/09/26
Invesco Global Flex Bond E Acc EUR-3,46-4,24-0,04-1,55Notation au 31/08/2026 : 21 / 10008/09/26
Sistema Anima Europa A8,9517,2237,6340,20Notation au 31/08/2026 : 52 / 10007/09/26
Franklin Diversified Dynamic N Acc EUR13,0017,9534,5933,81Notation au 31/08/2026 : 44 / 10007/09/26
Amundi Abs Ret Global Opp Bond E2 EUR C4,164,8110,00-0,77Notation au 31/08/2026 : 44 / 10007/09/26
SISF US Large Cap A Acc USD8,0911,8356,7774,40Notation au 31/08/2026 : 70 / 10004/09/26
Invesco Euro Ultra-Short Term Debt E Acc1,111,678,768,67Notation au 31/08/2026 : 49 / 10008/09/26
Carmignac Court Terme A EUR Acc1,221,757,909,90Notation au 31/08/2026 : 64 / 10007/09/26
DNCA Invest Eurose B EUR2,233,8815,9219,64Notation au 31/08/2026 : 86 / 10007/09/26
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



mercoledì 9 settembre 2026
  Info e supporto